Industrial benefits of urbanization

The recently concluded Central Urbanization Work Conference put forward six major tasks: first, to promote the urbanization of the rural population; second, to improve the use efficiency of urban construction land; Fourth, optimize the layout and form of urbanization; fifth, improve the level of urban construction; sixth, strengthen the management of urbanization.

As a major social development trend in China that affects almost everyone and all industries, what are the impacts of urbanization? In which industries will there be new opportunities in the future? Let's briefly analyze:

Real estate and related industries

As an important carrier of new urbanization, the real estate industry is undoubtedly favored by all parties. The Central Urbanization Work Conference proposed that the new urbanization should identify the focus, promote the urbanization of rural migrants in an orderly manner, thoroughly implement the transformation of urban shantytowns, and focus on urbanization in the central and western regions; urban construction land, especially the three major cities that are optimized for development In many areas, we must focus on revitalizing the stock, and we can no longer expand construction land without restraint. Not every town has to grow into a giant.

In this regard, some analysts said that this year's Central Urbanization Work Conference gave clear guidance on the use of construction land, and also pointed out the key areas of urbanization. From this, it can be judged that listed real estate companies in the central and western regions of my country will directly benefit from their own regional advantages. However, there are also many insiders who believe that due to the aggressive real estate construction in the second-, third-, and fourth-tier cities in the past few years, a lot of risks have been gathered, and the real estate market in the first-tier cities at this stage is more valuable for investment.

Real estate is not only a pillar industry of China's economy, but also an industry with serious risk accumulation in the eyes of many people. We still need to pay attention to how it will actually go in the future.

Cultural media industry

New urbanization will inevitably bring about changes in the consumption structure of residents, and because small and medium-sized towns will become the key development direction of new urbanization in the future, the cultural The media market may usher in rapid development. Analysts believe that driven by the urbanization strategy, the huge number of rural residents will become a new force driving various consumptions in the cultural field, and the farmers' income doubling plan has provided a continuous growth impetus for their cultural and entertainment consumption.

Specifically, industries such as film, animation, and new media that are booming in first-tier cities will gradually be replicated in small and medium-sized towns.

Pharmaceutical Industry

With the increase in the number of urban residents and the improvement of residents' consumption capacity, the demand for medical treatment, medicine and health care will be increasing. At the same time, the aging population structure and the rising prevalence of major diseases will further promote the demand for medical services.

In this process, private capital also has opportunities. Now in some big cities, private hospitals have gradually gained a firm foothold. With the further relaxation of access to the medical industry, private hospitals may play a more important role in the future.

Energy saving and environmental protection industry

The continuous smog has sounded the alarm for China's environment. In the future urbanization, it is inevitable that "pollution first, treatment later" will no longer be possible. Therefore, the energy conservation and environmental protection industry will also become one of the investment opportunities.

Analysts said that in the main tasks of promoting urbanization, such as improving the utilization efficiency of urban construction land, optimizing the layout and form of urbanization, and improving the level of urban construction proposed by the urbanization conference, the requirements for energy conservation and environmental protection are clearly mentioned. , which shows that the decision-making level attaches great importance to environmental protection.

Specifically, future urbanization should be more "adapted to local conditions", and urbanization construction should be carried out according to local natural endowments, rather than a unified pie. Therefore, relevant enterprises need to formulate different investment methods according to different regions.

The mass consumer goods industry

With the continuous advancement of urbanization, the income structure of residents will change significantly. First, the income data of the middle- and low-income groups has rebounded significantly. For example, thanks to changes in the labor force, a large number of new urbanites have begun to pursue a dignified and relatively high-income life, thus significantly improving the bargaining power of the general labor force and increasing the income expectations of the middle- and low-income groups. Second, the growth rate of income in the central and western regions is significantly faster than that in the eastern coastal regions, which actually shows that the income structure has undergone a relatively large change, which in turn has produced a great impetus for the transformation of the consumption structure.

As a result, second-tier consumption began to accelerate, not only referring to the rapid recovery of sales data in second- and third-tier cities, but also the apparent high-volume behavior in the sales of mid-to-low-end products. Specifically, the structural focus of consumption will gradually shift from the developed eastern regions to the developing regions in the central and western regions, the focus of consumption will gradually shift from the wealthy to the middle- and low-income groups, and the policy focus of consumption will also focus on encouraging and promoting the middle- and low-income groups. Consumption by income regions and groups of people. This information will undoubtedly change the current direction of the pursuit of consumer stocks by various funds.

In general, China's urbanization has created huge business opportunities. It is foreseeable that the process of rural population transfer to cities will continue for a long time, and the urbanization of the lifestyle of the huge population will undoubtedly bring a series of needs such as housing, education, medical care, and infrastructure. Opportunities such as logistics, commerce, and retail are equally exciting. In big cities, the deepening of urbanization will bring opportunities for industrial upgrading and service innovation.